Jason
Bottenfield

Steward Partners Investment Advisory, LLC

CRD#4823480
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jason Bottenfield is a certified financial planner who works in Dallas, Texas with a total of 4 years of relevant experience. Bottenfield currently works for Steward Partners Investment Advisory, LLC. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, N.A, Raymond James Financial Services, Inc, Steward Partners Global Advisory LLC, Steward Partners Investment Advisory, LLC and Steward Partners Investment Solutions, LLC. Bottenfield maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Louisiana and Texas. Steward Partners Investment Advisory, LLC is a registered investment business that has its headquarters in New York, NY. The investment advisory business has offices in 45 locations and a total of 363 advisors. It controls $12 billion in assets across its 27,637 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides services to 45 charitable organizations. Of its 27,637 customer accounts, 55% belong to high-net-worth investors who have greater than $1 million in assets. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fees usually vary depending on which service is offered. Fees charged by Steward Partners Investment Advisory, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1920 Mckinney Ave Suite 1150
Dallas, TX 75201

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Steward Partners Investment Advisory, LLC Brokerage Details

Total Assets Under Management

$12,168,947,752

TX Average: $7,464,549,021
Total Number of Employees

363

TX Average: 88
Total Number of Accounts

27,637

TX Average: 3,892
Average Account Size

$440,314

TX Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

Jason Bottenfield Work History

Jason has been registered as a financial advisor for 4 years.*

2022 - Present (2 years)

Steward Partners Investment Solutions, LLC

2019 - Present (5 years)

Steward Partners Global Advisory LLC

2019 - Present (5 years)

Steward Partners Investment Advisory, LLC

2019 - 2022 (3 years)

Raymond James Financial Services, Inc

2015 - 2019 (4 years)

Morgan Stanley Private Bank, N.A

2009 - 2019 (10 years)

Morgan Stanley Smith Barney LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Bottenfield to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Steward Partners Investment Advisory, LLC

Robert Ibrahim
Somerville, NJ
Jeffery Carson
Boston, MA
James Nylund
Portland, ME
Lorraine Dickman
Paramus, NJ
Peter Shanahan
New York, NY
Russell Woodward
New York, NY
Alice Winters
New York, NY
Wistar Holt
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started